Adapted by Laurel Amabile, Director of the Annual Program Fund, Unitarian Universalist Association, Office of Stewardship and Development. Original source unknown.
Role of the Board
- Be active and intentional stewards, modeling good and responsible stewardship behavior.
- Take the lead in making financial commitments before asking the congregation to do so.
- Discuss stewardship issues in Board meetings and in the congregation.
- Establish stewardship and fund-raising policies and procedures.
- Set annual stewardship goals in alignment with the congregation’s mission, vision, and strategic planning.
- Appoint and guide a stewardship team to serve actively year-round.
- Plan regular opportunities for stewardship education for all ages.
- Provide a variety of ways that congregants can contribute in support of their congregation, its ministry in the wider community, and to its Association.
- Express appreciation for congregational giving.
- Inform the congregation about how their financial gifts are used.
- Ensure that new members receive clear information about the importance of congregational stewardship.
Role of the Stewardship Team
- Be active and intentional stewards, modeling good and responsible stewardship behavior.
- Take the lead in making financial commitments before asking the congregation to do so.
- Plan and establish a year-round, comprehensive stewardship program.
- Plan and implement the annual budget drive campaign that reflects the congregation’s mission, vision, and priorities.
- Gather financial commitments from congregants.
- Provide regular updates to the congregation about stewardship, needs, and giving levels.
- Express appreciation and affirmation to all givers for their contributions.
Role of the Congregation
- Support the mission and vision of the congregation through a commitment to Unitarian Universalism principles and values.
- Make an annual pledge of financial commitment to the congregation.
- Contribute financial gifts to the congregation on a regular basis.
- Adjust lifestyle and spending habits to make generous giving possible.
- Take an active interest in congregational stewardship, engaging in the work of stewardship through personal reflection, learning, and action.
- Offer time, energy and commitment in ways other than financial.
Celebrate generosity and successes!